## **Trustees’ Annual Report for the period**
**From Period start date: 1 April 2021 To Period end date: 31 March 2022**
## **Charity name: TheTotteridge Foundation**
**Charity registration number: 1185524**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 Objective for The Totteridge
purposes of the charity Foundation is to help raise funds for
as set out in its smaller charities and assist charities
governing document with medical research projects.
Summary of the main Para 1.17 and Raising funds, donating funds to
1.19
activities in relation to chosen charities and research
those purposes for the projects and paying the costs for
public benefit, in running the events.
particular, the activities,
projects or services In FY22 the chosen charity was the
identified in the “British Heart Foundation” in regard to
accounts. the Regeneration Heart Patch
research project.
Statement confirming Para 1.18 In setting our objectives and
whether the trustees planning our activities our Trustees
have had regard to the have given careful consideration to
guidance issued by the
the Charity Commission’s public
Charity Commission on
benefit guidance.
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about: SORP reference
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SORP reference
Policy on grant making NA
Para 1.38
Policy on social NA
investment including Para 1.38
program related
investment
Contribution made by The Totteridge Foundation is run
volunteers Para 1.38 solely by volunteers.
Volunteers undertake all the work of
the charity, and all trustees are
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volunteers. Other NA
## **Achievements and Performance**
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SORP reference
Summary of the main November 2021, we held our first
achievements of the event since the start of covid – Salsa
charity, identifying the Dinner
difference the charity’s Para 1.20
work has made to the We had the help of local businesses
circumstances of its and family friends who sponsored the
beneficiaries and any event.
wider benefits to society
as a whole.
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
Achievements against Due to Covid – 19 ongoing restrictions
objectives set we were not able to achieve all
Para 1.41 planned events.
Performance of We outperformed our target for the
fundraising activities event, due to the generosity of our
against objectives set donors.
Para 1.41
Investment performance
against objectives NA
Para 1.41
Other
NA
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## **Financial Review**
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Review of the charity’s Para 1.21 At the end of the FY22 the charity had
financial position at the £25K.
end of the period
During FY23 donations will be made
to British Heart Foundation.
Statement explaining Para 1.22 After all donations have been made in
the policy for holding FY23 the reserve balance will be £3K.
reserves stating why
they are held
Amount of reserves held Para 1.22 £3,000
Reasons for holding zero Para 1.22 NA
reserves
Details of fund materially Para 1.24 NA
in deficit
Explanation of any Para 1.23 NA
uncertainties about the
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charity continuing as a going concern
## **Additional information (optional)**
You may choose to include further statements where relevant about: The charity’s principal All funds derive from fund-raising sources of funds activities and donations. (including any fundraising) Para 1.47 Investment policy and NA objectives including any social investment policy adopted Para 1.46 A description of the The main risk is that planned events principal risks facing the may be postponed further due to charity Para 1.46 COVID 19 restrictions and increase in cost of living. Other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Every trustee must be appointed by a
methods including resolution passed at a properly
details of any convened meeting of the charity
constitutional provisions trustees, i.e. quarterly trustees’
e.g. election to post or meeting or Annual General Meeting
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
Policies and procedures Every trustee shall serve for a term of
adopted for the up to three years and may be
induction and training of reappointed to serve for further
trustees Para 1.51 terms. Trustees shall be appointed or
reappointed by a resolution passed at
a properly convened meeting of the
charity trustees. The first charity
trustees shall be deemed to have
been appointed by such a resolution
on the date of registration of the CIO
with the Charity Commission.
(2) In selecting individuals for
appointment as charity trustees, the
charity trustees must have regard to
the skills, knowledge and experience
needed for the effective
administration of the CIO.
The charity’s The Totteridge Foundation operates in
organisational structure North and central London.
and any wider network
with which the charity Para 1.51 The trustees prefer to select smaller
works organisations which require financial
support to meet the expenses of
governing themselves properly; that
do not waste resources and provide
direct relief to individual sufferers.
Relationship with any
related parties Para 1.51
Other
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## **Reference and Administrative details**
Charity name The Totteridge Foundation Other name the charity None
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uses
Registered charity 1185524
number
Charity’s principal 28 Harmsworth way
address Totteridge
London N20 8JU
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Maria Gabriella 27 Sept 2019 Deceased
1
Pignatelli
2 Jolanda Izarra 27 Sept 2019
3 Roslyn Guenin 27 Sept 2019 Resigned
4 Dixie Locke 27 Sept 2019
5 Evelyn Giddy 27 Sept 2019
Mujesira Meza 27 Sept 2019
6
Hondus
7 Rachel Callow 27 Sept 2019
8 Clara Doherty 27 Sept 2019
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Jolanda Izarra
**Position (eg** Treasurer **Secretary, Chair, etc)**
**Date** 15/01/2023
## **The Totteridge Foundation (CIO)**
|**The Totteridge Foundation(CIO)**|**The Totteridge Foundation(CIO)**|
|---|---|
|**Period Ending March 2022**||
||**Money In**
Donations
£3,450
Events
£10,475|
||**Total Funds**
**£13,925**|
||**Money out**
Event Costs
£3,130
Restricted - Heart Foundation
£7,795|
||**Total**
**£3,000**|
|**Balancesheet**|**Balancesheet**|
|---|---|
|**Mar-22**||
||**Assets**
Bank
£25,645
**Current Liabilities**
Donations to Heart Foundation
£22,645
**Total Current Assets**
**£3,000**
**Capital & Reserves**
Retained Profit
£3,000|
||**Total**
**£3,000**|